Reid Accountants + Advisors · 21 hours ago
Technical Tax Partner
Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. The Technical Tax Partner is responsible for providing sophisticated tax planning, advisory, compliance, and controversy services to multinational entities and ultra-high-net-worth individuals, requiring deep technical expertise in various tax matters and strong client relationship management skills.
Accounting
Responsibilities
Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures
Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing
Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups
Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies
Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections
Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements
Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities
Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management
Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters
Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues
Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives
Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts
Collaborate with audit, accounting, and legal teams to support client growth across practice areas
Lead and expand the firm’s international tax and financial services tax practices
Develop innovative tax strategies and service offerings in response to legislative and regulatory changes
Mentor and train senior tax professionals, fostering technical excellence and professional development
Contribute to firm thought leadership through internal training, client presentations, and technical publications
Qualification
Required
CPA required
Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms
Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation
Proven ability to manage and grow a significant book of business and support firm-wide revenue growth
Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients
Recognized technical authority with experience leading international tax or financial services practices
Entrepreneurial mindset with a track record of developing innovative tax solutions
Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions
Preferred
JD and/or LL.M. in Taxation a plus
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company
Reid Accountants + Advisors
“Reid Accountants + Advisors” is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services.
Funding
Current Stage
Growth StageCompany data provided by crunchbase